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Portfolio (Quarterly) Guide ↗

American Trust

· CIK 0001905128
13F Portfolio $1.1B AUM 313 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 77 Added 190 Reduced 48 Exited
Page 14 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MMM 3M COMPANY Industrials 1,743.0 $253K 0.02% -60.0 -3.3% $145.23 +4.9%
262 GVA GRANITE CONSTRUCTION INC Industrials 2,106.0 $252K 0.02% -143.0 -6.4% $119.88 +13.5%
263 LQD ISHARES IBOXX $ INVEST GRADE CO 2,315.0 $252K 0.02% -29.0 -1.2% $108.99 -0.0%
264 CAH CARDINAL HEALTH INC Healthcare 1,193.0 $252K 0.02% -127.0 -9.6% $211.31 -4.8%
265 ACGL Arch Capital Group Ltd Financial Services 2,595.0 $249K 0.02% -58.0 -2.2% $95.99 -4.6%
266 PODD Insulet Corporation Healthcare 1,180.0 $248K 0.02% +93.0 +8.6% $209.84 -30.4%
267 GOVT ISHARES US TREASURY BOND ETF 10,788.0 $247K 0.02% +806.0 +8.1% $22.91 -0.8%
268 TRV TRAVELERS COMPANIES INC Financial Services 847.0 $247K 0.02% -31.0 -3.5% $291.68 +2.1%
269 SCHA SCHWAB US SMALL CAP 8,397.0 $244K 0.02% -4K -31.7% $29.08 +16.1%
270 PEGA Pegasystems Inc Technology 5,734.0 $244K 0.02% -786.0 -12.1% $42.56 -18.4%
271 CANADIAN PACIFIC KANSAS CITY LT 3,077.0 $242K 0.02% -52.0 -1.7% $78.66
272 COHR COHERENT CORP Technology 1,015.0 $242K 0.02% -502.0 -33.1% $238.21 +57.8%
273 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 871.0 $240K 0.02% +101.0 +13.1% $275.18 +0.1%
274 ADP AUTOMATIC DATA PROC Industrials 1,165.0 $237K 0.02% -19.0 -1.6% $203.18 +8.4%
275 CENCORA INC 752.0 $236K 0.02% NEW $314.14
276 LIN LINDE PLC Basic Materials 475.0 $235K 0.02% -43.0 -8.3% $495.76 +1.2%
277 PGX INVESCO PREFERRED ETF 21,618.0 $235K 0.02% -1K -5.1% $10.88 +1.1%
278 VTIP Vanguard Shrt-Term Infl-Prot Se 4,704.0 $235K 0.02% -5K -51.6% $49.95 +0.8%
279 EXPE EXPEDIA INC. Consumer Cyclical 1,008.0 $233K 0.02% -62.0 -5.8% $230.89 -2.2%
280 ORCL ORACLE CORP Technology 1,575.0 $232K 0.02% -47.0 -2.9% $147.11 +34.7%
Page 14 of 16  ·  313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.9%
Technology 24.8%
Healthcare 11.2%
Industrials 10.6%
Consumer Cyclical 8.0%
Consumer Defensive 6.1%
Communication Services 4.5%
Energy 3.6%
Utilities 1.5%
Basic Materials 1.0%